Fund Details

Category

Small-Cap Core

Portfolio Style

Small-Cap

Expense Ratio

0.89%

Status

Open

Initial Purchase Regular

$500

Load Type

None

Front End Load

N/A

Back End Load

N/A

Investment Policy

The Fund seeks capital growth over the long term by investing in stocks of small companies that the adviser believes are undervalued. Normally, the Fund will invests at least 80% of its total assets in common stocks of companies whose market capitalization is similar to that of companies in the Russell 2000 Index.

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